AATIX
Price
$18.96
Change
+$0.14 (+0.74%)
Updated
Jul 3 closing price
Net Assets
205.66M
VSIIX
Price
$48.44
Change
+$0.24 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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AATIX vs VSIIX

Header iconAATIX vs VSIIX Comparison
Open Charts AATIX vs VSIIXBanner chart's image
Ancora/Thelen Small-Mid Cap I
Price$18.96
Change+$0.14 (+0.74%)
VolumeN/A
Net Assets205.66M
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
AATIX vs VSIIX Comparison Chart in %
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VS
AATIX vs. VSIIX commentary
Jul 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AATIX is a Buy and VSIIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. AATIX (206M). VSIIX pays higher dividends than AATIX: VSIIX (2.12) vs AATIX (0.18). AATIX was incepted earlier than VSIIX: AATIX (13 years) vs VSIIX (26 years). AATIX (1.22) is less costly to investors than VSIIX (0.06). AATIX is a more actively managed with annual turnover of: 83.19 vs. VSIIX (16.00). AATIX has a lower initial minimum investment than VSIIX: AATIX (5000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.69 vs. AATIX (6.11). VSIIX return over 5 years is better than : 94.15 vs. AATIX (50.76).
AATIXVSIIXAATIX / VSIIX
Total Expense Ratio1.220.062,033%
Annual Report Gross Expense Ratio1.220.062,033%
Fund Existence13 years26 years-
Gain YTD0.6902.04034%
Front LoadN/AN/A-
Min. Initial Investment500050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets206M54B0%
Annual Yield % from dividends0.182.129%
Returns for 1 year6.1111.6952%
Returns for 3 years37.7334.90108%
Returns for 5 years50.7694.1554%
Returns for 10 years44.6396.6046%
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